Axon Finance Suite

Live Dashboard

See the health of your business the moment you log in. Five key metrics, interactive charts, and quick-action shortcuts.

Financial KPIs at a Glance

Revenue, Net Profit, Accounts Receivable, Accounts Payable, and Cash Position — updated in real time
Revenue vs Expenses bar chart with period comparison
Top 5 unpaid invoices and bills so you can chase payments immediately
Bank and cash account balance cards

One-Click Quick Actions

Create Invoices, Bills, Journal Entries, or Expense Claims without navigating away
Guided onboarding walks new users through setup step by step
Right-click context menu for power users who want instant navigation

Sales & Invoicing

Create professional invoices in seconds, track every payment, and let the system handle the double-entry accounting behind the scenes.

Professional Invoice Editor

Full-page editor with unlimited line items and per-line account selection
Apply multiple taxes per line — percentage-based or fixed amounts
Automatic status tracking: Draft → Sent → Partial → Paid / Overdue
Gap-free sequential numbering with your custom prefix (e.g. INV-0001)
Draft auto-save to cloud — never lose work in progress

Customer Management

Visual customer cards with colour-coded branding
Store email, phone, billing address, tax number, and payment terms
Set default currency per customer for international clients
Full customer statements with transaction history, running balance, and aging analysis

Credit Notes

Issue credit notes linked to the original invoice
Automatic GL reversal journal — no manual corrections needed
Reflected instantly in customer statements and aging reports

Recurring Invoices Automation

Schedule recurring invoices: Weekly, Monthly, Quarterly, or Annually
Generate draft invoices from templates with one click
Track Monthly Recurring Revenue (MRR) and Annual Run Rate automatically
Pause and resume schedules any time

Purchases & Payables

Record supplier bills, track what you owe, and keep your payables under control with the same power the invoicing module gives your receivables.

Bill Management

Full-page bill editor with the same capabilities as invoices
Supplier contact cards with default settings and payment terms
Draft auto-save to cloud and local storage
Supplier statements with running balance and aging breakdown

Debit Notes

Issue supplier debit notes linked to existing bills
Automatic GL reversal journal posting
Reflected in supplier statements and aging reports

Recurring Bills Automation

Schedule recurring bills with flexible frequencies
Track monthly recurring costs and annual run rates
Generate draft bills from templates in one click

Payment Allocation

Record payments against invoices and bills with automatic ledger posting. Every transaction stays balanced.

Flexible Payment Processing

Five payment methods: Bank Transfer, Cheque, Cash, Online/Card, Letter of Credit
Partial payment support — track remaining balances automatically
Every payment generates the correct Dr/Cr journal entry instantly
Full payment history per invoice or bill

Banking & Reconciliation

Upload your bank statements, let the auto-match engine do the heavy lifting, and reconcile your accounts in minutes instead of hours.

Bank Statement Upload

CSV import supporting dual-column (Debit/Credit) and single-column (Amount) formats
Flexible date parsing: DD/MM/YYYY, MM/DD/YYYY, YYYY-MM-DD
Built-in duplicate detection prevents double-posting
Preview parsed transactions before confirming the import
Download sample CSV templates to get started

Smart Reconciliation Auto-Match

Auto-match engine pairs bank transactions with invoices and bills by amount, date, and reference
Bulk-post unmatched transactions directly to the correct GL account
Inline match panel with search suggestions for manual matching
Edit, reallocate, unmatch, and finalise reconciliation periods
Per-bank-account isolation — work on one account at a time

Bank Account Management

Create and manage multiple bank accounts
Set opening balances with automatic GL journal posting
Live balance cards displayed on your dashboard

Double-Entry Accounting

A proper double-entry ledger engine sits behind every feature. Invoices, bills, payments, and expense approvals all post balanced journals automatically.

Chart of Accounts

Five standard account types: Asset, Liability, Equity, Revenue, Expense
Subtypes for granular classification
Import your existing chart from Excel or CSV with auto-type detection
Safe deletion — accounts with transactions cannot be removed

Journal Entries

Create manual journals or view system-generated ones separately
Multi-line debit/credit entry with searchable account selection
Per-line tracking category assignment (Branch, Department, Project)
Cash basis flag for cash flow reporting
Balance enforcement ensures debits always equal credits
Reverse any entry with one click

Unified Ledger Engine Core

Single source of truth powering every report in the system
Processes invoices, bills, credit/debit notes, journals, and opening balances
Auto-balancing Retained Earnings — no manual equity adjustments
Point-in-time balance computation for any account, any date

Opening Balances & Migration

Enter opening trial balance per account with Debit/Credit fields
Import from Excel for fast migration from your old system
Break down AR/AP opening balances across individual customers and suppliers
Automatic balancing to Retained Earnings

Tracking Categories

Slice your data by Branch, Department, or Project — without maintaining separate books.

Multi-Dimensional Analysis

Three built-in categories: Branch, Department, Project — enable only what you need
Add custom options with name, code, and colour per category
Assign tracking on every line item across invoices, bills, journals, and expenses
Tracking badges displayed on document lists for quick visual reference

Cross-Report Filtering

Filter P&L, Balance Sheet, Cash Flow, Trial Balance, General Ledger, and Aging reports by tracking category
Dedicated tracking comparison report: revenue vs expenses by option
"Unassigned" bucket captures transactions that haven't been categorised

Expense Claims

Staff submit expenses, managers approve them, and the system posts the journal automatically. No spreadsheets, no chasing approvals by email.

Built-In Approval Workflow Role-Based

Submit → Approve → Reject workflow enforced by user role
Approval automatically posts a Dr Expense / Cr Payable journal entry
Rejection and deletion reverse the journal entry — no manual cleanup
Eight preset categories: Travel, Meals, Software, Office Supplies, Utilities, Marketing, Training, Other
Receipt reference tracking per claim
Draft auto-save while composing

Multi-Currency & Foreign Exchange

Work with clients and suppliers in their currency. Axon converts amounts in real time and shows FX badges on documents.

10 Supported Currencies

USD, PKR, AED, GBP, EUR, CAD, SAR, JPY, CHF, CNY
Set a base currency per company
Select currency per document with live FX rate preview
View any report in any supported reporting currency

FX Rate Management

8 preset currency pairs with effective-date matching
Cross-currency conversion via pivot when no direct rate exists
Built-in currency converter widget for quick calculations
Rate table with movement indicators showing rate changes
FX badge and footnote on PDF exports for foreign-currency documents

Tax Management

Handle VAT, WHT, GST, income tax, and fixed duties — even multiple taxes on the same line item.

Flexible Multi-Tax Engine

Both percentage-based and fixed-amount tax types supported
Five preset rates: Standard VAT, Withholding Tax, GST, Income Tax, Fixed Stamp Duty
Apply multiple taxes to a single line item with checkbox selection
Per-document-type applicability: control which taxes appear on invoices, bills, expenses, or journals
Map each tax rate to a specific GL account
Create, edit, delete, and set default rates from Tax Settings

13+ Reports & Analytics

Every report pulls from one unified ledger, so the numbers always match. Filter by date, tracking category, or display currency — then export to CSV or branded PDF.

Profit & Loss Statement

Date range presets: This Month, This Quarter, This Year
Revenue / COGS / Operating Expenses breakdown
Gross Profit and Net Profit Margin KPIs
Doughnut chart and monthly trend visualisation
Tracking comparison table and CSV/PDF export

Balance Sheet

As-at any date — see your financial position at any point in time
Current and Non-Current Assets and Liabilities
Equity with auto-balancing Retained Earnings
Balance check indicator confirms the sheet is in balance
AR/AP breakdown by tracking category

Cash Flow Statement

Operating / Investing / Financing classification
Money In vs Money Out grouping
Waterfall chart from opening to closing cash
Click-through drilldown to individual transactions
Tracking comparison and CSV/PDF export

Trial Balance

Generated from the unified ledger with auto-balancing
Tracking breakdown per account
Account drill-down and CSV/PDF export

General Ledger

View a single account or all accounts grouped by heading
Opening balance, running balance, and closing balance
Filter by date range, tracking category, or display currency
Drill through to a branded ledger view in a new window

P&L Comparison

Compare periods: monthly, quarterly, or yearly side by side
Compare branches using tracking categories
Combined bar + line chart for visual trend analysis

Aged Receivables & Payables

Aging buckets: Current, 1-30, 31-60, 61-90, 90+ days
Per-customer or per-supplier breakdown
Credit note adjustments factored in automatically
As-at date and tracking filters

Budget vs Actual

Set budgets per account and compare against actual figures
Progress bars show how close each account is to its budget
Variance calculation for revenue and expense accounts

Customer & Supplier Statements

Per-contact account summary with aging analysis
Full transaction history with running balance
Overdue items flagged with days outstanding
Export single or all statements as CSV or PDF

Statutory Financial Reports

Generate IAS/IFRS/SECP-compliant financial statements ready for regulators, auditors, and board meetings.

Four Core Statements Compliance

Statement of Financial Position (Balance Sheet)
Statement of Profit or Loss and Other Comprehensive Income
Statement of Changes in Equity with opening balances
Statement of Cash Flows (Operating / Investing / Financing)

Supporting Documents

Directors' Report with auto-populated financial highlights
Independent Auditor's Report (audited mode with auditor name and partner fields)
12 editable notes to financial statements covering accounting policies, PPE, taxation, risk management, and more
Full print-ready PDF: title page, table of contents, all statements, and notes

Standards: IAS IFRS SECP Audited & Unaudited Modes

Multi-Company Management

Run multiple companies from a single login. Each company has its own isolated data, branding, currency, and chart of accounts.

Instant Company Switching

Sidebar dropdown switches between companies with full data isolation
Each company has its own chart of accounts, contacts, settings, and reports
Add new companies from Settings
Master Clean (admin-only) wipes all data with typed confirmation for a fresh start

Per-Company Branding

Upload your company logo (PNG, SVG, or JPG) with live preview
Choose from 12 accent colours applied to the UI and PDF exports
Automatic initials badge when no logo is set
Custom email branding: sender name, reply-to address, CC, and default invoice message

Users, Roles & Security

Control who sees what with four defined roles. Lock closed periods to prevent backdated changes, and keep a tamper-proof audit trail.

Admin

Full access to everything — user management, period lock/unlock, master clean, and all financial operations.

Accountant

Full transactional access — create and edit invoices, bills, journals, reconciliations. Can lock periods but not unlock.

Approver

View financial data and approve or reject expense claims. Limited editing access elsewhere.

Viewer

Read-only access across all modules. Perfect for stakeholders who need visibility without edit rights.

User Management

Invite users by email — they set their own password on first login
Assign each user to specific companies with a company access picker
Activate or deactivate users (never hard-deleted, preserving audit integrity)
Manage pending invitations with one-click revoke

Period Lock

Lock financial periods up to a chosen date to prevent backdated edits
Enforced on every save and edit operation across the system
Admin and Accountant can lock; only Admin can unlock

Audit Trail Tamper-Proof

Complete read-only log of every action in the system
Filter by module, user, or free-text search
12 event types covering all major operations
Export to CSV with company name in the filename

Import, Export & Backup

Migrate from your old system with CSV imports, share reports as branded PDFs, and back up your entire company to a single file.

CSV Import

Import Invoices, Bills, Journals, and Chart of Accounts from CSV or Excel
Multi-line document grouping handles complex invoices automatically
Built-in duplicate detection prevents double entries
Preview the first 8 rows before confirming the import
Download sample files with dynamic tracking columns as a starting template

Export & Backup

CSV export available on every report, journal list, audit trail, and statement
Branded PDF export for financial statements and individual documents
Full company backup as a portable .axon JSON file
Restore from backup with a record-count preview before confirmation
Email any document with pre-filled To, CC, Subject, and Body

Settings & Customisation

Eight settings tabs let you configure every aspect of the system — from your company profile and document numbering to integrations and user access.

Company Profile & Preferences

Legal name, display name, entity type, registration and tax numbers
Date format (DD/MM/YYYY, MM/DD/YYYY, YYYY-MM-DD) and language (English UK/US, Urdu)
Fiscal year, decimal precision (0, 2, or 3 places), and reporting periods (monthly or quarterly)
Configurable document numbering: set prefix and next number per document type

Branded PDF Output

Invoice and bill PDFs feature your company logo and chosen accent colour
Per-line tax breakdown with subtotal, tax, and grand total
Payment history and status badge printed on each document
FX badge and footnote for multi-currency documents
Print-optimised layout ready for filing or posting

Integrations & Platform

Connect Axon to your existing tools — from Microsoft Power Automate and Excel to Open Banking feeds and WhatsApp. Install it as a PWA and work offline.

6 Built-In Connectors

Microsoft Power Automate — automate workflows between Axon and 500+ services
Dataverse / Power Apps — connect to the Microsoft data platform
Microsoft Excel Add-in — pull live data into spreadsheets
Bank API / Open Banking — receive automated bank feeds
SMTP Email — send invoices and statements directly from the platform
WhatsApp Business API — message clients from within the system

Progressive Web App PWA

Install Axon as a native-like app on desktop, tablet, or phone
Works offline with cache-first loading and network fallback
Auto-update checks every 30 minutes — always on the latest version
Browser-specific install instructions for iOS, Chrome, Edge, and Firefox

Cloud Sync & Auto-Save

Supabase cloud backend with row-level security for data protection
Smart auto-save detects actual changes using fingerprint comparison — no unnecessary writes
Optional folder sync to OneDrive, Google Drive, or Dropbox via File System Access API
Single-writer protection prevents stale background tabs from overwriting your work

Complete Feature List